Californian residents who are dealing with matters of the estate are likely hearing numerous terms they may not be familiar with. For example, what's the difference between an heir and a beneficiary? Some may think the terms are interchangeable, but they aren't.
In California, probate courts typically require the trustee or executor of the estate to hire a probate referee. If you are filling the role of a trustee or executor, the California Probate Referee System can make your job much easier.
The Uniform Trust Decanting Act takes effect on January 1, 2019. It is an important advantage for California probate law. The decanting act gives estate planners more flexibility and more options.
In California, holding legal responsibility over another person can seem like a heavy weight to bear. At the Law Offices of Roshni T. Desai, we're here to help you figure out the things you need before you embark on this journey with the person you're overseeing. First, we will look at the differences between guardianships and conservatorships.
The holiday season is a special time of year in California. Families get together, friends celebrate and workers across the state get some much-needed time off. However, as much as you may want to enjoy your holidays and expect them to be happy, not everything happens on a regular schedule.
At the Law Offices of Roshni T. Desai, we understand that there are many ways to plan your estate, ranging from writing a last will and testament to setting up a trust. As you and other California residents may know, there are many types of trusts you can consider, which can benefit you and other family members in many ways. One type of trust, the special needs trust, is meant to protect the assets of someone with disabilities and allow him or her to stay eligible for Medicaid and other forms of government assistance.